Other · DOL Form 5500 · 2024
Trinity University Retirement Plan
Data updated 2026-08-25
- $376M
- Total assets Above avg plan size
- 1,050
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $358,094
- Avg per participant High balance/head
Official DOL plan name: Trinity University 403(b) Retirement Plan · Sponsored by Trinity University · Texas · Educational Services
$376M in assets, 1,050 participants
Trinity University's Trinity University 403(b) Retirement Plan reported $376M in total assets and 1,050 participants in its 2024 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,441 in Educational Services (3,638 peers)
Where Trinity University 403(b) Retirement Plan sits by assets
Trinity University 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $376M for 1,050 participants (~$358,094/participant), up 10.5% in 2024.
- #3,441
- in Educational Services (3,638 peers)
- +10.5%
- assets growth YoY
- 3.8×
- vs typical plan assets (national mean)
Trinity University 403(b) Retirement Plan's outsized position by total assets
Trinity University 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$375,998,459 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Trinity University 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trinity University 403(b) Retirement Plan lands in the large band (1,050 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trinity University 403(b) Retirement Plan reported participants rose from 837 in the plan year 2023 filing to 1,050 in the plan year 2024 filing.
- Trinity University 403(b) Retirement Plan end-of-year assets rose from $340M in the plan year 2023 filing to $376M in the plan year 2024 filing.
- Trinity University 403(b) Retirement Plan reported net income rose from $35M in the plan year 2023 filing to $36M in the plan year 2024 filing.
DOL schedule card
Filing strip 741109633 · Trinity University PY 2024 · Other
Trinity University 403(b) Retirement Plan · $376M · 1,050 · 96th
- TYPE $376M
- NET 1,050
- BOOK 96th
- VS-ST Other
- BOY near Association of American Medical Colleges Def. Cont. Retirement Plan
- SCH ind #3441
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Texas →
Trinity University 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $340M |
|---|---|
| Net Assets (End of Year) | $376M |
| Net Income | $36M |
| Employer EIN | 741109633 |
| Plan Effective Date | 1947-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trinity University)
Sponsor-wide plan assets over time
All Trinity University plans reported in each filing year
- Latest sponsor-wide plan assets
- $376M 23.103839584876958% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 831 | $305M |
| 2023 | 1 | 837 | $340M |
| 2024 | 1 | 1,050 | $376M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Trinity University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Association of American Medical Colleges Def. Cont. Retirement Plan in DC ($375M); by covered participants it is Lincoln Memorial University Defined Contribution Retirement Plan in TN (1,050 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($376M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,050 participants); asset peers above are excluded.
- Lincoln Memorial University Defined Contribution Retirement Plan (TN) 1,050 · 0 off
- Mutual of America Life Insurance Company Savings Plan (NY) 1,051 · 1 off
- Special Education Services 403(b) Retirement Plan (IL) 1,051 · 1 off
- East Coast Migrant Head Start Project Retirement Savings Plan (NC) 1,048 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.